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Broadway Wealth Solutions’s Chevron CVX Stock Holding History

Broadway Wealth Solutions’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Sell
2,336
-108
-4% -$20.1K 0.18% 43
2026
Q1 		$506K Buy
2,444
+74
+3% +$13.5K 0.26% 34
2025
Q4 		$361K Sell
2,370
-117
-5% -$17.8K 0.19% 49
2025
Q3 		$386K Sell
2,487
-83
-3% -$12.9K 0.22% 41
2025
Q2 		$368K Buy
2,570
+126
+5% +$17.8K 0.23% 39
2025
Q1 		$409K Sell
2,444
-291
-11% -$45.6K 0.3% 32
2024
Q4 		$396K Buy
+2,735
New +$419K 0.3% 35

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Broadway Wealth Solutions's CVX Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Chevron (CVX) stake by 4.4% in Q2 2026, selling an estimated $20.1K and leaving 2,336 shares worth $387K. The position accounts for 0.18% of the portfolio, ranked #43.

Broadway Wealth Solutions first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Broadway Wealth Solutions held 2,336 shares of Chevron worth $387K as of Q2 2026.
  • Broadway Wealth Solutions sold 108 Chevron shares in Q2 2026, an estimated $20.1K.
  • Chevron made up 0.18% of Broadway Wealth Solutions's portfolio in Q2 2026, its #43 holding.
  • Broadway Wealth Solutions first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Chevron position peaked at $506K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.